WPA

Winning Points Advisors Portfolio holdings

AUM $52.8M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$654K
3
+$323K
4
NVDA icon
NVIDIA
NVDA
+$230K
5
TXN icon
Texas Instruments
TXN
+$214K

Top Sells

1
+$7.73M
2
+$556K
3
+$250K
4
LMT icon
Lockheed Martin
LMT
+$215K
5
MSFT icon
Microsoft
MSFT
+$120K

Sector Composition

1 Technology 27.2%
2 Healthcare 14.78%
3 Financials 14.56%
4 Consumer Staples 13.92%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.97%
143,100
+86,600
27
$1.11M 0.95%
4,800
28
$952K 0.81%
27,344
29
$863K 0.74%
39,700
-1,400
30
$862K 0.74%
7,925
31
$805K 0.69%
160,000
+130,000
32
$758K 0.65%
12,566
33
$680K 0.58%
7,762
34
$653K 0.56%
9,068
+304
35
$650K 0.55%
8,210
-210
36
$583K 0.5%
4,356
37
$527K 0.45%
4,251
+199
38
$473K 0.4%
71,300
39
$462K 0.39%
31,565
+2,290
40
$350K 0.3%
2,287
+187
41
$349K 0.3%
7,550
+654
42
$346K 0.29%
1,219
43
$323K 0.28%
+1,050
44
$321K 0.27%
958
45
$305K 0.26%
33,000
+3,500
46
$294K 0.25%
10,586
47
$293K 0.25%
1,000
48
$281K 0.24%
25,237
+2,237
49
$277K 0.24%
1,875
50
$273K 0.23%
1,830
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